Legacies and Wills

Your will enables you to direct your money exactly where you wish it to go. Without a will, you have no say in how your estate is divided up and you may find that family, friends or a special cause do not benefit as you wish.

When you are preparing your will, your first concern will naturally be for your family and friends. However, you may also wish to consider using your will as a way to support Burgh House & Hampstead Museum – ensuring our work with the community, and the house itself, has a solid future.

There are a number of ways you could include a gift to Burgh House & Hampstead Museum in your will. Below are the most common types of gifts and suggested wording for including us in your will.

A residuary gift

After providing for friends and family, many of our supporters decide to leave the remainder of their estate, or a percentage of the remainder, to The Burgh House Trust. This is a particularly popular way to leave a gift to charity as the gift (or legacy) increases in line with inflation.

This means that you give The Burgh House Trust some or all of what is left after you have provided for your family and friends.

'I give [enter the word ‘all’ or ‘a_______% share of’] the residue of my estate to The Burgh House Trust (registered charity number 275552) of Burgh House, New End Square, London, NW3 1LT. I also direct that the receipt of the Treasurer or, duly authorised officer, of The Burgh House Trust shall be a full and sufficient discharge for the said legacy.'

A cash gift

A cash gift is a fixed amount of money. It is important to remember that cash gifts decrease in value over time and therefore may need to be reviewed periodically.

'I give the sum of £__________ [enter the amount to be given] to The Burgh House Trust (registered charity number 275552) of Burgh House, New End Square, London, NW3 1LT. I also direct that the receipt of the Treasurer or, duly authorised officer, of The Burgh House Trust for the time being shall be a full and sufficient discharge for the said legacy.'

A gift in kind

A gift in kind is an item you decide to leave to Burgh House & Hampstead Museum and could be property, shares, a piece of jewellery, furniture, art and so on.

'I give [enter the details of the item to be given] to The Burgh House Trust (registered charity number 275552) of Burgh House, New End Square, London, NW3 1LT. I also direct that the receipt of the Treasurer, or duly authorised officer, of The Burgh House Trust for the time being shall be a full and sufficient discharge for the said legacy.'

In the wording of a trust

You can set out that a sum left in a trust fund (when it ends) is given to The Burgh House Trust. You could also set this out in the deed of any trust you make in your lifetime. Please speak to your solicitor about how this can be done.

Thank you

If you are able to include Burgh House & Hampstead Museum in your will, by whichever means you choose, we can’t thank you enough for your generosity.

Please be aware, the above does not constitute legal advice and should only be considered as guidance. You should always contact a solicitor or legal professional before making or updating your will.

Some of your questions answered

I don’t have a lot to leave, can I still leave a gift to Burgh House & Hampstead Museum in my will?

Burgh House & Hampstead Museum is extremely grateful for all the gifts we receive in wills. No matter how large or small, they all make a difference.

Why should I make a will?

A will is the best way to ensure your wishes are carried out after your death. If you die without a will, it not only means your family is left to deal with your affairs, but also means someone else decides who gets your money, and in what shares. This could mean someone who you would want to receive money from your estate gets nothing or your favourite organisation, which you would have liked to support with a gift, isn’t remembered.

Making a will legally states how you want your estate to be divided up, and these wishes will be carried out.

If you don’t make a will and have no immediate family, then all your money goes to the state.

Isn’t it better for me to give to you now, rather than wait until I die?

We are grateful for all gifts to Burgh House & Hampstead Museum, no matter when they are received. Some people choose to help us throughout their lifetime and also with a gift in their will. Some people are unable to offer the level of support they wish to in their lifetime but by leaving Burgh House & Hampstead Museum a share of their assets, they can fulfil their wish to support Burgh House & Hampstead Museum in the future.

Can I add Burgh House & Hampstead Museum to my existing will?

If you simply wish to add a gift to Burgh House & Hampstead Museum you can do so by including a codicil with your will. This form enables you to add an extra gift without having to update your will. You will need to consult a solicitor or legal professional about this to ensure the process is carried out correctly.

Can I change my mind?

Of course you can. A will is your document and you can include, exclude, add or remove whoever you wish. If you change your mind or your personal circumstances change, you are free to change your will as many times as you wish. You don’t need to let us know either – it is entirely your choice.

How do I find a solicitor?

The Law Society website has a useful search tool that can help you find this, as does their Scottish sister site, The Law Society for Scotland.

Should I tell you that Burgh House & Hampstead Museum is in my will?

Your will is a private document and it is completely up to you whether you wish to share the contents of it with anyone. If you do feel able to let us know you have written a gift in your will to us, we can thank you and also make sure we don’t ask you about this type of giving again. It is also helpful to see whether our messages, about the importance of this type of giving, are making an impact.